Plan Snapshot
- Plan Sponsor: Glaus, Pyle, Schomer, Burns & Dehaven, INC.
- Sponsor EIN: 341134715
- Sponsor Address: 520 SOUTH MAIN STREET SUITE 2531, AKRON, OH, 44311
- Plan Type: 401(k)
- Total Participants: 781
- Total Assets: $172.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 781 | $172.2M | $5.8M | $7.3M |
| 2023 | 722 | $143.5M | $5.1M | $6.3M |
| 2022 | 663 | $118.3M | $4.5M | $5.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $26,853 | — | $26,853 |
| SIKICH CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,853
- Estimated Expense Ratio: 0.016% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $27,153 | — | — | — | — |
| 2023 | $64,308 | — | — | — | — |
| 2022 | $126,555 | — | — | — | $300 |